Who owns wisdomtreetrusdivdgrtfdadded?

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Analyze quarterly positions in wisdomtreetrusdivd.. with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of wisdomtreetrusdivd.. stock

Who bought or sold wisdomtreetrusdivdgrtfdadded this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Pnc Financial Services 18M $1.2B 22% Dec 2023
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Bank of America Corporation 11M $752M 11% Dec 2023
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Hamilton Capital Management 7.2M $504M -1% Dec 2023
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Raymond James Financial Services Advisors 3.7M $259M 7% Dec 2023
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HighTower Advisors 2.4M $172M 3% Dec 2023
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UBS Group 2.4M $166M 19% Dec 2023
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Private Advisor 1.6M $112M 9% Dec 2023
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Employees Retirement System of Texas 1.4M $100M 100% Dec 2023
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Raymond James & Associates 1.3M $93M 5% Dec 2023
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Wells Fargo & Company 1.2M $87M 1% Dec 2023
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Royal Bank of Canada 1.2M $87M 18% Dec 2023
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One Capital Management 1.2M $84M 0% Dec 2023
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Bsc Private Wealth Management 892k $63M 1% Dec 2023
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Taiyo Life Insurance 850k $60M 0% Dec 2023
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Wealth Enhancement Advisory Services 831k $63M -16% Mar 2024
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RVW Wealth 797k $61M 5% Mar 2024
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Commonwealth Equity Services 781k $55M 5% Dec 2023
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Beacon Financial 780k $55M 24% Dec 2023
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Relative Value Partners 766k $54M 1% Dec 2023
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Prestige Wealth Management Group 750k $53M -1% Dec 2023
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Townsquare Capital 750k $53M 5% Dec 2023
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Legacy Financial Advisors 720k $51M 0% Dec 2023
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Private Wealth Strategies 703k $49M 1% Dec 2023
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Prime Capital Investment Advisors 667k $47M 19% Dec 2023
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Glassman Wealth Services 640k $45M 15% Dec 2023
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Jpmorgan Chase & Co 618k $43M 144% Dec 2023
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SNS Financial 585k $41M 0% Dec 2023
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Cambridge Investment Research Advisors 579k $41M 1% Dec 2023
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Savant Capital Management 578k $41M -3% Dec 2023
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Spinnaker Investment Group 572k $40M -2% Dec 2023
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Fundamentun 559k $43M -3% Mar 2024
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Rockefeller Capital Management 552k $39M 11% Dec 2023
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Advisor Group Holdings 521k $37M -31% Dec 2023
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Bouchey Financial 515k $36M 1% Dec 2023
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NewEdge Wealth 479k $34M 0% Dec 2023
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Kestra Advisory Services 475k $33M 0% Dec 2023
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IFP Advisors 449k $32M -4% Dec 2023
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Fiduciary Planning 447k $31M 208% Dec 2023
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SkyView Investment Advisors 435k $31M 412% Dec 2023
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GPS Wealth Strategies Group 431k $30M -12% Dec 2023
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Billeaud Capital Management 416k $30M 6% Dec 2023
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Aspire Capital Advisors 373k $26M 0% Dec 2023
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Choice Wealth Advisors 338k $24M 0% Dec 2023
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Stifel Financial 326k $23M 45% Dec 2023
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Mariner Wealth Advisors 316k $22M -4% Dec 2023
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H D Vest Advisory Services 291k $20M 13% Dec 2023
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Lvm Capital Management 282k $22M 2% Mar 2024
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Team Financial Group 277k $19M 8% Dec 2023
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HB Wealth Management 276k $19M -1% Dec 2023
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IAM Advisory 275k $21M -1% Mar 2024
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Janney Montgomery Scott 274k $19M 2% Dec 2023
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Great Valley Advisor Group 273k $19M 309% Dec 2023
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ACT Advisors 271k $21M 100% Mar 2024
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Concurrent Investment Advisors 264k $19M 100% Dec 2023
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Eaton Financial Holdings Company 255k $18M 10% Dec 2023
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Branch Banking & Trust Company 253k $18M 7% Dec 2023
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Sanchez Wealth Management Group 247k $17M 51% Dec 2023
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Amplius Wealth Advisors 245k $19M -60% Mar 2024
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Avaii Wealth Management 231k $16M 12% Dec 2023
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CWM 227k $17M 16% Mar 2024
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Bank of New York Mellon 226k $16M -40% Dec 2023
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Continuum Wealth Advisors 224k $16M 4% Dec 2023
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Win Advisors 219k $15M 100% Dec 2023
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AE Wealth Management 214k $15M -14% Dec 2023
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RMB Capital Management 213k $15M -4% Dec 2023
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Palo Alto Wealth Advisors 209k $15M -1% Dec 2023
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Paul Damon & Associates 203k $14M -7% Dec 2023
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Kestra Private Wealth Services 199k $14M 31% Dec 2023
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Hobbs Group Advisors 199k $14M 100% Dec 2023
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Camden Capital 199k $14M -5% Dec 2023
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Forte Capital 198k $14M 100% Dec 2023
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Atria Wealth Solutions 191k $13M 1% Dec 2023
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Focus Financial Network 182k $13M 100% Dec 2023
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Wealth Management Resources 181k $13M -1% Dec 2023
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D.A. Davidson & Co. 180k $13M 2% Dec 2023
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Lauer Wealth 179k $13M 6% Mar 2024
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Sontag Advisory 177k $13M -3% Dec 2023
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Sequoia Financial Advisors 177k $13M -4% Dec 2023
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Titleist Asset Management 172k $12M 1% Dec 2023
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Townsend Asset Management Corp 162k $11M 5% Dec 2023
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Cresta Advisors 161k $11M 5% Dec 2023
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Connable Office 155k $11M 98% Dec 2023
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Garrett Investment Advisors 154k $12M 0% Mar 2024
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Hengehold Capital Management 151k $12M 1% Mar 2024
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EisnerAmper Wealth Management Corporate Benefits 145k $10M -6% Dec 2023
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Golden State Equity Partners 142k $9.9M 69% Dec 2023
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Kraft, Davis & Associates 140k $10M 68% Dec 2023
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Journey Advisory Group 133k $9.4M 1% Dec 2023
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Main Street Financial Solutions 133k $9.4M -2% Dec 2023
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Atria Investments 127k $8.9M 61% Dec 2023
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Monterey Private Wealth 120k $9.1M 0% Mar 2024
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Melone Private Wealth 119k $8.4M -36% Dec 2023
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IFG Advisory 118k $8.3M -1% Dec 2023
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J.w. Cole Advisors 114k $8.0M 117% Dec 2023
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Flagship Harbor Advisors 114k $8.7M -9% Mar 2024
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HPM Partners 112k $7.9M 737% Dec 2023
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TD Capital Management 110k $7.7M 5% Dec 2023
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Merit Financial Group 109k $7.7M 1% Dec 2023
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Oxinas Partners Wealth Management 109k $7.6M 1% Dec 2023
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Goldman Sachs Group 109k $7.6M 264% Dec 2023
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Capital Planning Advisors 108k $7.6M 2% Dec 2023
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Invenio Wealth Partners 106k $7.5M 20% Dec 2023
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Advisor Resource Council 105k $7.4M 100% Dec 2023
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BKA Wealth Consulting 105k $8.0M 12% Mar 2024
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Western Wealth Management 104k $7.3M 28% Dec 2023
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Duncan Williams Asset Management 103k $7.8M 100% Mar 2024
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Stratos Wealth Partners 101k $7.7M -30% Mar 2024
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Venture Visionary Partners 99k $7.0M 25% Dec 2023
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MBA Advisors 96k $6.7M 2% Dec 2023
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Envestnet Portfolio Solutions 95k $6.7M 100% Dec 2023
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Howard Financial Services 95k $7.2M 2% Mar 2024
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SageView Advisory Group 95k $6.8M 305% Dec 2023
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United Capital Financial Advisers 94k $6.6M 3% Dec 2023
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Albion Financial Group 89k $6.3M 0% Dec 2023
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ORBA Wealth Advisors 89k $6.2M 100% Dec 2023
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Good Life Advisors 85k $6.0M 2% Dec 2023
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Astoria Portfolio Advisors 81k $5.9M -36% Mar 2024
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CRA Financial Services 79k $5.6M 13% Dec 2023
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Ameritas Advisory Services 79k $5.5M 78% Dec 2023
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Creative Planning 77k $5.4M 5% Dec 2023
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Money Concepts Capital Corp 77k $5.4M 7% Dec 2023
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Ancora Advisors 77k $5.4M 0% Dec 2023
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Masso Torrence Wealth Management 76k $5.3M 18% Dec 2023
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CI Private Wealth 73k $5.2M 17% Dec 2023
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Gladstone Institutional Advisory 70k $4.9M -1% Dec 2023
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Moloney Securities Asset Management 70k $4.9M 21% Dec 2023
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TNB Financial 68k $5.2M 2% Mar 2024
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First National Trust Company 68k $4.8M 121% Dec 2023
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Lodestar Private Asset Management 68k $4.8M 7% Dec 2023
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Ffg Retirement Advisors 67k $4.7M -1% Dec 2023
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IAG Wealth Partners 66k $4.6M 11% Dec 2023
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Roof Eidam & Maycock 62k $4.4M 2% Dec 2023
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Wealthcare Advisory Partners 62k $4.7M 56% Mar 2024
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Mirae Asset Global Investments 61k $4.3M 0% Dec 2023
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Insight Advisors, LLC/ PA 60k $4.2M -1% Dec 2023
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Fiduciary 60k $4.2M -2% Dec 2023
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Tyler-Stone Wealth Management 60k $4.2M 15% Dec 2023
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Captrust Financial Advisors 59k $4.1M 12% Dec 2023
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JJJ Advisors 58k $4.4M 132% Mar 2024
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Founders Financial Securities 58k $4.1M -42% Dec 2023
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Retirement Planning Group 57k $4.4M -8% Mar 2024
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Streettalk Advisors 57k $4.0M 76% Dec 2023
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Steward Partners Investment Advisory 56k $3.9M 71% Dec 2023
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Capital Investment Advisory Services 56k $3.9M 0% Dec 2023
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Citizens National Bank Trust Department 55k $3.9M -2% Dec 2023
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Aries Wealth Management 55k $3.9M 10% Dec 2023
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Provence Wealth Management Group 54k $3.8M -1% Dec 2023
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ValMark Advisers 53k $3.8M 886% Dec 2023
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Horizon Investments 53k $3.7M -96% Dec 2023
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David R. Rahn Inc. dba Avalon Capital Management 51k $3.6M -8% Dec 2023
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Jane Street 50k $3.5M 273% Dec 2023
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9258 Wealth Management 49k $3.4M -27% Dec 2023
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Lantz Financial 48k $3.3M -5% Dec 2023
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HBW Advisory Services 47k $3.3M -6% Dec 2023
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Who sold out of wisdomtreetrusdivd..?

Fund or Company Name Date Sold Shares Held Valued At
Claudia M.p. Batlle, Crp Sep 2023 52k $3.3M